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12 Best Document Management Software Solutions for 2025

Discover the best document management software to save time and boost productivity. Our 2025 guide reviews top AI-powered tools for effortless organization.

It’s a familiar story: your cloud drive is a chaotic maze of invoices named ‘Scan_123.pdf’ and contracts lost in nested folders. Finding what you need is a stressful scavenger hunt that eats away at your productive hours. This disorganization isn’t just an inconvenience; it’s a productivity killer that costs you time and adds unnecessary stress. You know the pain of searching frantically for a specific receipt for a tax deadline or trying to locate the final version of a client agreement.

What if you could reclaim that lost time and achieve total peace of mind? This guide is your definitive resource for finding the best document management software to solve this exact problem. We dive deep into the top solutions that use smart technology, including AI, to automate the filing, renaming, and organization you dread. Forget manual sorting; these tools turn digital chaos into streamlined efficiency, giving you back hours in your week.

To truly take back control and streamline operations, understanding document workflow automation is essential, as it’s a core component of effective document management. We’ll show you how these platforms put that automation into practice.

This article provides a side-by-side comparison of the top platforms, complete with key features, pricing, and honest pros and cons. Each review includes screenshots and direct links to help you decide which system is the perfect fit for your freelance work, small business, or professional needs. Let’s get you organized.

1. Fileo

Fileo distinguishes itself as one of the best document management software solutions by tackling the most tedious part of organization: the manual labor. It offers a “zero-touch” system designed for busy professionals, freelancers, and small businesses drowning in digital paperwork like invoices, receipts, and contracts. Imagine this: instead of spending your Sunday afternoon sorting through a month’s worth of downloaded PDFs, you simply connect your Google Drive, drop in your files, and Fileo’s AI handles the rest.

The platform uses advanced content analysis to read, rename, and file each document into the correct folder automatically. This process transforms chaotic file dumps into a perfectly organized archive, saving hours of manual work and providing significant peace of mind. That frantic search for a specific invoice becomes a simple, two-second task.

Fileo

What Makes Fileo a Top Choice?

Fileo’s core strength lies in its intelligent automation and privacy-first design. It doesn’t force you into a new ecosystem; instead, it enhances your existing Google Drive. The AI learns from your folder structure and naming conventions, becoming more accurate over time. This adaptive learning is a key differentiator, as it personalizes the organization to fit your specific workflow, providing a truly set-it-and-forget-it experience.

A significant advantage is the no vendor lock-in policy. Your organized files always remain in your Google Drive, fully accessible even if you discontinue the service. This ensures you maintain full control over your data.

Features & Implementation

  • AI-Powered Organization: Automatically renames and files PDFs using OCR and content analysis. For example, it can identify an invoice, extract the vendor name and date, and rename the file to “2024-05-20 - Invoice - Acme Corp.pdf” before moving it to your “Invoices” folder. This simple action saves you minutes on every single document.
  • Privacy by Design: Documents are processed in temporary, encrypted memory within your cloud environment. Fileo never stores copies of your files on its servers, giving you peace of mind.
  • Adaptive Learning: The system improves its >90% claimed accuracy by observing your corrections and folder patterns.
  • Transparent Workflow: An activity timeline lets you review, approve, or undo any actions, with multiple processing modes (Automatic, Manual Confirmation, Confidence-based) to suit your comfort level.

Current Status and Pricing

Fileo is currently in an early-access phase, focusing on Google Drive and PDF integration. A waitlist is open, with the first 100 members securing a 33% lifetime discount on future plans. Planned tiers include Free, Pro, and Business, though specific pricing is not yet public. The roadmap includes support for Dropbox and OneDrive, additional file formats, and team collaboration features.

  • Pros: True “set it and forget it” automation, strong privacy commitment, no vendor lock-in, AI adapts to your personal style.
  • Cons: Limited to Google Drive and PDFs for now; public pricing and team features are still forthcoming.

Website: https://fileo.io

2. Microsoft SharePoint Online (Microsoft 365)

For organizations already invested in the Microsoft 365 ecosystem, SharePoint Online is often the default, and for good reason. It serves as the powerful backbone for file storage and collaboration across Teams, OneDrive, and Office apps, making it a natural choice for document management. Its core strength lies in its deep integration, allowing teams to co-author documents, manage versions, and access files from a single, unified environment, eliminating the constant need to switch between applications. This integrated approach significantly boosts productivity and streamlines workflows.

Microsoft SharePoint Online (Microsoft 365)

SharePoint stands out as one of the best document management software options due to its enterprise-grade security and compliance features. You can establish sophisticated permission levels, create retention policies to manage document lifecycles automatically, and use powerful search tools to find information across your entire organization. For businesses that need to adhere to strict regulatory standards, these features provide essential peace of mind.

Key Features & User Experience

  • Best For: Teams and enterprises already using Microsoft 365.
  • Pricing: Included with many Microsoft 365 Business and Enterprise plans, or as a standalone plan starting at $5.00 per user/month.
  • Pros: Deep integration with Office apps, robust security and compliance controls, highly scalable for growing businesses.
  • Cons: Can become disorganized without proper governance; advanced features may require higher-priced plans.

Website: https://www.microsoft.com/en-us/microsoft-365/sharepoint/compare-sharepoint-plans

3. Box Business (Box)

Box has evolved from a simple cloud storage service into a full-fledged content management platform, positioning itself as a leader in secure external collaboration and governance. It provides a clean, intuitive interface that makes it easy to share files securely with clients, partners, and vendors while maintaining strict control. The platform excels at balancing user-friendly collaboration with the robust security features, such as granular permissions and data loss prevention (DLP), that regulated industries require. This makes it an ideal choice for businesses that prioritize both seamless teamwork and data protection.

Box Business (Box)

As one of the best document management software solutions, Box streamlines critical business processes with built-in tools like Box Sign for e-signatures and workflow automation. Its integration capabilities are a major draw, connecting with over 1,500 applications including Microsoft 365, Google Workspace, and Salesforce. The recent addition of Box AI further enhances productivity by allowing users to ask questions about their documents and generate content summaries, saving valuable time and providing peace of mind.

Key Features & User Experience

  • Best For: Businesses needing secure external collaboration with strong compliance and governance controls.
  • Pricing: Business plans start at $15 per user/month (minimum 3 users).
  • Pros: Clean UX and mature external sharing controls, transparent tiering and quick departmental deployment, strong balance of collaboration and governance.
  • Cons: Advanced features and higher upload limits are in higher tiers; per-user minimums apply.

Website: https://www.box.com/pricing/

4. Google Workspace (Drive for organizations)

For teams deeply integrated with Google’s suite of productivity tools like Gmail and Google Docs, Google Workspace presents a seamless and intuitive document management solution. It centralizes document storage within Google Drive, which serves as a collaborative hub where teams can co-author documents, spreadsheets, and presentations in real-time. This native integration eliminates friction, allowing users to move effortlessly between email, chat, and document editing without leaving the ecosystem, saving valuable time and keeping projects moving forward.

Google Workspace (Drive for organizations)

Google Workspace is recognized as one of the best document management software options because of its powerful search capabilities and simplicity. Administrative controls allow for pooled storage, user management, and the use of Drive labels for better organization. For those seeking to enhance their setup, learning how to use a Google Drive organizer can significantly improve efficiency. The introduction of AI features like Gemini in higher-tier plans further boosts productivity by assisting with content creation and data analysis.

Key Features & User Experience

  • Best For: Startups and businesses that prioritize real-time collaboration and use the Google ecosystem.
  • Pricing: Business plans start at $6 per user/month, with frequent promotions available for new customers.
  • Pros: Simple deployment for Google-centric teams, competitive entry pricing, and excellent real-time co-authoring.
  • Cons: Some advanced governance features require higher tiers; migration from Microsoft ecosystems may need planning.

Website: https://workspace.google.com/pricing

5. Dropbox Business (Dropbox, Inc.)

Dropbox has evolved far beyond its simple file-syncing roots into a capable document management platform for teams. Its core strength remains its best-in-class synchronization technology, ensuring files are instantly accessible and updated across all devices, which provides significant time savings and peace of mind. For small to mid-size businesses, Dropbox Business offers a straightforward path to organized, collaborative document workflows without the steep learning curve of more complex enterprise systems. The platform excels at external collaboration, making it simple to securely share large files and folders with clients and partners.

Dropbox Business (Dropbox, Inc.)

As one of the best document management software choices for usability, Dropbox integrates valuable tools like native eSignature (Dropbox Sign) and PDF editing directly into its interface. This allows teams to manage the entire document lifecycle, from creation and collaboration to final signature, within a single environment. For businesses that prioritize a rapid rollout and a user-friendly experience, its simplicity is a major advantage. To understand its full potential for business use, you can learn more about its file management capabilities.

Key Features & User Experience

  • Best For: Small to mid-size teams prioritizing ease of use and fast file synchronization.
  • Pricing: Business plans start at $15.00 per user/month (billed annually) for the Standard tier.
  • Pros: Excellent sync speed and user-friendly interface, straightforward rollout for teams, strong external sharing and collaboration tools.
  • Cons: Some advanced governance and compliance features lag behind specialist enterprise platforms; storage limits and version history windows vary significantly by plan.

Website: https://www.dropbox.com/plans

6. DocuWare

DocuWare is designed for businesses looking to automate routine, document-heavy processes, particularly in back-office departments like accounts payable and human resources. Its strength lies in combining a secure, searchable repository with powerful workflow automation. Features like Intelligent Indexing automatically capture key data from documents, which drastically reduces manual data entry and saves significant time. This allows teams to focus on more strategic tasks rather than tedious administrative work.

DocuWare

As one of the best document management software choices for process optimization, DocuWare excels at creating repeatable, auditable workflows. You can build digital forms, set up approval chains, and leverage prebuilt solutions for common business functions. This level of automation brings consistency and peace of mind, ensuring compliance with internal policies and external regulations through detailed audit trails and role-based access controls. The structured approach is ideal for organizations aiming to streamline their core operations.

Key Features & User Experience

  • Best For: Businesses focused on automating back-office processes like AP and HR.
  • Pricing: Public pricing is not listed; plans are quote-based and vary by region and needs.
  • Pros: Mature workflows and intelligent indexing for repeatable tasks, offers a 30-day trial.
  • Cons: Pricing requires a custom quote; implementation may be more effective with a partner.

Website: https://www.docuware.com/

7. M‑Files

M-Files takes a unique approach to document management by organizing content based on what it is, not where it’s stored. Using a powerful metadata-driven system, it eliminates chaotic folder structures and allows users to find documents through simple searches, much like using Google. This system dramatically improves findability, reduces time wasted searching for files, and ensures everyone accesses the single, correct version of a document. For businesses struggling with version control and information silos, this approach provides much-needed clarity and peace of mind.

M‑Files

As one of the best document management software solutions for complex environments, M-Files excels in regulated industries thanks to its automated workflows and robust compliance features. It seamlessly integrates with existing systems like Microsoft 365, Google Workspace, and various CRM/ERP platforms, creating a centralized hub for all business information. Its flexible deployment options (cloud, on-premises, or hybrid) make it adaptable to diverse IT infrastructures, providing a tailored solution rather than a one-size-fits-all product.

Key Features & User Experience

  • Best For: Regulated industries and businesses with complex document repositories.
  • Pricing: Custom pricing available upon request; no public pricing tiers.
  • Pros: Excellent findability and version control, highly flexible deployment options (cloud, on-premises, hybrid).
  • Cons: Pricing is not publicly listed; requires significant upfront planning for its information architecture to be effective.

Website: https://www.m-files.com/

8. Laserfiche

Laserfiche is an enterprise-grade platform designed for organizations with complex document processing and strict regulatory needs. It moves beyond simple storage, offering powerful end-to-end process automation. Its strength lies in its ability to manage the entire document lifecycle, from AI-assisted data capture and summarization to automated workflows and secure, long-term records management. This makes it ideal for industries like finance, government, and healthcare where compliance and efficiency are paramount.

Laserfiche

The platform stands out as one of the best document management software choices due to its flexible deployment options. Businesses can choose between a cloud or self-hosted solution, providing the control needed to meet specific security and compliance mandates. Its robust automation tools, like Smart Fields for intelligent data extraction and extensive workflow capabilities, significantly reduce manual data entry and streamline repetitive tasks, giving teams more time for strategic work and providing valuable peace of mind.

Key Features & User Experience

  • Best For: Organizations with heavy document processing and strict regulatory requirements.
  • Pricing: Public pricing is not available; typically sold through a partner network.
  • Pros: Flexible cloud or self-hosted options, powerful AI and automation features, strong analyst and customer ratings.
  • Cons: Pricing is not transparent; advanced features may require significant administrative expertise to implement.

Website: https://www.laserfiche.com/products/document-and-records-management/

9. OpenText Core Content (OpenText)

OpenText is an enterprise-grade solution designed for large, regulated, and global organizations that require more than just file storage. Its strength lies in its comprehensive information management capabilities, providing advanced governance, automated workflows, and powerful compliance controls. For businesses operating in industries like finance or healthcare, OpenText ensures that document lifecycles are managed according to strict regulatory standards, offering true peace of mind. Its ability to integrate deeply with core enterprise systems like SAP and Salesforce makes it a central hub for all critical business information, not just a document repository.

OpenText Core Content (OpenText)

As one of the best document management software platforms for large-scale deployments, OpenText shines in its ability to handle immense complexity. Its Core Content SaaS offering simplifies access while retaining powerful backend features for lifecycle management and security. The platform’s extensive ecosystem, professional services, and enterprise-level support provide the necessary infrastructure for organizations looking to implement a robust, scalable system that can grow with them and adapt to changing compliance landscapes.

Key Features & User Experience

  • Best For: Large, global enterprises in regulated industries needing advanced governance.
  • Pricing: Not publicly available; requires engagement with their enterprise sales team for a custom quote.
  • Pros: Suitable for complex, regulated, and global deployments; large ecosystem and professional enterprise support.
  • Cons: Pricing is not public and uses an enterprise sales motion; may be overkill for basic SMB use cases.

Website: https://www.opentext.com/

10. Revver (formerly eFileCabinet)

Revver, the platform previously known as eFileCabinet, is designed for small and mid-sized businesses seeking a straightforward path to workflow automation and secure document storage. Its strength lies in an approachable user experience that simplifies complex processes like client onboarding or invoice approvals. With built-in eSignature capabilities and dedicated client portals, Revver eliminates the friction of using multiple disjointed tools, allowing teams to manage the entire document lifecycle from a single, secure hub and reclaim valuable time.

Revver (formerly eFileCabinet)

As one of the best document management software options for growing businesses, Revver stands out with its AI-powered data extraction and industry-specific templates. The Smart Extract AI feature automatically pulls key information from documents, reducing manual data entry and minimizing errors. Combined with its SOC 2 Type II compliance, Revver provides the peace of mind that sensitive information is managed efficiently and securely, making it an excellent choice for organizations in finance, HR, and other regulated fields.

Key Features & User Experience

  • Best For: SMBs and mid-market teams needing a quick-to-implement solution with built-in workflow automation and eSignature.
  • Pricing: Custom pricing provided via demo or sales quote; plans are not publicly listed.
  • Pros: Quick onboarding and approachable user experience, good time-to-value for SMBs needing automation and eSign.
  • Cons: Pricing is not transparently listed; has a smaller third-party integration ecosystem compared to larger vendors.

Website: https://www.revverdocs.com/

11. G2 – Document Management Software Category

Instead of a single platform, G2 is a valuable research hub for finding the best document management software for your specific needs. It’s a B2B marketplace that aggregates verified user reviews, allowing you to compare dozens of options based on real-world experiences. This approach helps you cut through marketing hype and understand how different tools actually perform, saving significant time during the research phase. The platform’s Grid rankings and side-by-side comparisons provide a clear, visual way to see how leading solutions stack up against one another.

What makes G2 essential is its powerful filtering system. You can narrow down the vast market by company size, specific features you require, user ratings, and even industry focus. This ensures you’re only evaluating software that genuinely fits your use case, whether you’re a small business or a large enterprise. Reading through detailed pros and cons from actual users provides practical insights that a vendor’s website simply can’t offer, giving you the peace of mind that comes from a well-informed decision.

Key Features & User Experience

  • Best For: Businesses in the research phase of selecting a new DMS.
  • Pricing: Free to browse reviews and comparisons.
  • Pros: Surfaces real-world pros/cons and alternatives, helpful for shortlisting and comparing multiple DMS options quickly.
  • Cons: Sponsored placements can influence vendor visibility; must validate fit via your own pilot or proof of concept.

Website: https://www.g2.com/categories/document-management

12. AWS Marketplace – Document Management listings (Amazon)

For organizations deeply embedded in the Amazon Web Services (AWS) ecosystem, the AWS Marketplace offers a powerful way to procure and deploy document management solutions. Instead of being a single software, it’s a curated catalog where IT teams can find, test, and deploy various Document Management Systems (DMS) and Intelligent Document Processing (IDP) tools directly into their AWS environment. This approach simplifies procurement with consolidated billing and ensures new software aligns with existing AWS security, governance, and IAM protocols, saving significant administrative time.

AWS Marketplace – Document Management listings (Amazon)

The primary advantage of using AWS Marketplace is the streamlined integration. You can deploy solutions with one click or use CloudFormation templates for complex setups, ensuring a seamless fit with services you already use. This makes it one of the best document management software procurement methods for technical teams who value infrastructure consistency and centralized vendor management. It provides the peace of mind that comes from keeping everything under a single, secure, and well-governed cloud umbrella.

Key Features & User Experience

  • Best For: IT teams and businesses heavily invested in the AWS cloud infrastructure.
  • Pricing: Varies widely by vendor; includes SaaS subscriptions, AMI usage, and associated infrastructure costs.
  • Pros: Streamlined procurement and consolidated billing for IT, aligns deployments with existing AWS security and account structures.
  • Cons: Offerings vary in maturity and require careful vendor vetting; pricing models can be complex.

Website: https://aws.amazon.com/marketplace

Top 12 Document Management Software Comparison

ProductCore featuresUX & accuracy (β˜…)Value & pricing (πŸ’°)Target audience (πŸ‘₯)Unique selling points (✨)
πŸ† FileoOCR + AI renaming, smart folder mapping, activity timeline, confirmation modesβ˜…β˜…β˜…β˜…β˜… >90% accuracy; near-real-time; learns from correctionsπŸ’° Free/Pro/Business planned; founder 33% off (first 100)πŸ‘₯ Freelancers, accountants, SMB owners, busy professionals✨ Zero-touch drag & drop; privacy-first in-cloud processing; no vendor lock-in
Microsoft SharePoint Online (Microsoft 365)Document libraries, versioning, metadata, retention, Teams/OneDrive integrationβ˜…β˜…β˜…β˜… Familiar UI; strong enterprise search & complianceπŸ’° Included with M365; tiered (advanced features may need higher license)πŸ‘₯ Microsoft 365 organizations; SMB to enterprise✨ Deep Office/Teams integration; extensive admin & compliance tooling
Box Business (Box)Secure collaboration, DLP, Box Sign, workflow automation, integrationsβ˜…β˜…β˜…β˜… Mature UX; strong security & sharing controlsπŸ’° Tiered Business plans; per-user minimumsπŸ‘₯ Teams needing secure sharing & governance✨ Built-in eSign; 1,500+ integrations; Box AI features
Google Workspace (Drive for organizations)Drive storage, real-time co-authoring, Drive labels/retention, AI (Gemini)β˜…β˜…β˜…β˜… Excellent co-authoring & searchπŸ’° Competitive entry pricing; AI/features tier-dependentπŸ‘₯ Google-centric teams and SMBs✨ Seamless Docs/Drive integration; Gemini AI in select tiers
Dropbox Business (Dropbox, Inc.)Fast sync, versioning, PDF tools, native eSignature, admin controlsβ˜…β˜…β˜…β˜… Excellent cross-device sync & simplicityπŸ’° Tiered per-user plans; simple rolloutπŸ‘₯ Small to mid-size teams needing fast sync & sharing✨ Fast sync performance; integrated PDF/eSign; large-file transfer
DocuWareIntelligent indexing, workflow manager, forms, secure repository, audit trailβ˜…β˜…β˜…β˜… Mature workflows for AP/HR automationπŸ’° Quote-based; cloud plans sized by users/storageπŸ‘₯ Back-office teams (AP, HR), SMBs to mid-market✨ Prebuilt vertical solutions; intelligent indexing & workflow
M‑FilesMetadata-driven organization, automated workflows, hybrid deployment optionsβ˜…β˜…β˜…β˜… Excellent findability in complex reposπŸ’° Quote-based; flexible deployment costsπŸ‘₯ Orgs needing metadata-first DMS, regulated teams✨ Metadata-first model; dynamic views and permissions
LaserficheAI capture & summarization, metadata, records management, forms, automationβ˜…β˜…β˜…β˜… Analyst-recognized; strong for regulated orgsπŸ’° Quote/partner sales; enterprise pricingπŸ‘₯ Regulated organizations with heavy document processing✨ AI-assisted capture (Smart Fields); end-to-end automation
OpenText Core Content (OpenText)Lifecycle, workflow, compliance, enterprise connectors (SAP, Salesforce)β˜…β˜…β˜…β˜… Enterprise-grade for large deploymentsπŸ’° Enterprise pricing via sales; professional servicesπŸ‘₯ Large, regulated, global enterprises✨ Governance at scale; deep enterprise integrations
Revver (formerly eFileCabinet)Templates, eSignature, AI extraction, client/share portalsβ˜…β˜…β˜…β˜… Easy onboarding; SMB-friendlyπŸ’° Quote-based; focused on time-to-value for SMBsπŸ‘₯ SMBs and mid-market needing templates & eSign✨ Smart Extract AI; SOC 2 Type II posture; client portals
G2 – Document Management Software CategoryVerified reviews, Grid rankings, side-by-side comparisons, filtersβ˜…β˜…β˜…β˜… Crowd-sourced ratings; helpful buyer insightsπŸ’° Free to browse; drives shortlist & trial linksπŸ‘₯ Buyers researching DMS options✨ Verified user reviews; up-to-date category comparisons
AWS Marketplace – Document Management listingsOne-click deploys, consolidated billing, private offers, AWS integrationsβ˜…β˜…β˜…β˜… Varies by vendor; centralized procurement for ITπŸ’° Pay per offering; consolidated AWS billing; private offersπŸ‘₯ IT teams & AWS-centric deployments✨ Fast procurement & deployment; integrates with AWS security/services

Choosing Your Path to Effortless Organization

We’ve explored a wide range of contenders for the title of “best document management software,” from enterprise-level powerhouses like SharePoint and M-Files to accessible cloud storage solutions like Google Workspace and Dropbox Business. Each platform offers a unique approach to taming digital chaos. Your ideal solution depends entirely on your specific needs, team size, and technical resources.

The core takeaway is this: the right tool does more than just store files. It actively works for you, automating tedious tasks, securing sensitive information, and ultimately giving you back your most valuable asset: time. Forgetting the stress of a last-minute document search or the anxiety of a messy digital workspace isn’t a far-off dream; it’s a direct result of choosing and implementing the right system.

How to Make Your Final Decision

Before you commit, step back and assess your daily workflow. Don’t get distracted by a long list of features you may never use. Instead, focus on your biggest pain points.

  • For Large Teams & Enterprises: If your primary needs involve complex compliance requirements, deep integrations with existing enterprise software, and granular user permissions, platforms like DocuWare, Laserfiche, or SharePoint are built to handle that scale. They require a more involved implementation but provide powerful, organization-wide control.
  • For Small Businesses & Freelancers: If you’re a small team, a solo professional, or an accountant drowning in client paperwork, your priority is simplicity, speed, and automation. You need a system that works without a dedicated IT department. This is where AI-driven tools like Fileo shine, integrating with your existing cloud storage to automate the filing of invoices, receipts, and contracts with minimal effort.

Your Next Steps to Digital Peace of Mind

Making the switch to a dedicated document management system is a significant step toward enhanced productivity. The key is to start small. Don’t try to organize your entire digital history overnight.

  1. Start with a Free Trial: Nearly every tool on our list offers a trial period. Use it to test the software with your actual documents and daily tasks.
  2. Define Your Folder Structure: Before migrating, map out a simple and logical folder system. A good structure is the foundation of any successful organization system.
  3. Focus on New Documents First: Begin by running all new incoming documents through your chosen system. This creates an immediate habit and prevents the pile from growing. You can tackle the backlog later.

Ultimately, the goal is to find a system that feels less like a chore and more like a helpful assistant working silently in the background. The best document management software is the one that fits so seamlessly into your workflow that you forget what digital disorganization ever felt like, leaving you with clarity, control, and peace of mind.


Ready to stop filing and start working? Fileo uses AI to automatically name and organize your business documents within your existing cloud storage, saving you hours of manual work every week. Discover a smarter way to manage your files by visiting Fileo to learn more.